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Biotech / Medical : EntreMed (ENMD) -- Ignore unavailable to you. Want to Upgrade?

To: Michael Greene who wrote (1440)	12/17/1998 8:21:00 PM
From: scaram(o)uche	Respond to of 2135

Michael: Several contributors to SI have commented on this issue in different threads. ENMD is way, way behind competitors in the field of angio. Look at SUGN, REGN and OSIP for examples of small molecules and GNE and IMCL for macromolecules that are easier to work with than the ENMD molecules. For insight into the relevant mechanisms of many angio inhibitors, you may also want to check out RGEN. TAP Pharma also used to have a website (they may still have one), but it wouldn't load for me last time I tried it. Also, there are a couple of links to recent stories in the last 20 or so posts to the CELG thread. To address your specific question.... until Folkman or someone else characterizes the "receptors" for ES and AS, how do we know that one of the companies listed above is not already working with an antagonist like Folkman has discussed? Rick

To: Michael Greene who wrote (1440)	12/29/1998 11:54:00 PM
From: StockDoc	Respond to of 2135

"Does anyone have any thoughts on the possibility that another company might cut out Entremed on AS and ES by finding a substitute for the protein--a small molecule that could land on the receptor and do what the whole protein does?" Yes and No. Others might find stuff better (i.e., easier to make and work with) than AS/ES. The broad Harvard patents, now licensed to ENMD, however, cover all kind of theoretical stuff on angiogenesis. ENMD thus could possibly benefit from such discoveries.

To: Michael Greene who wrote (1440)	12/30/1998 11:43:00 AM
From: tommysdad	Read Replies (1) \| Respond to of 2135

As soon as someone announces the discovery of the putative receptors, the answer will be clear (and you may want to invest in the company that does). Until then, it's kind of up in the air. Lots of biotechs and big pharmas already have anti-angiogenesis programs or compounds which are anti-angiogenic (AGPH, SUGN, etc.) which are in advanced clincial trials. None of these compounds do everything attributed to AS/ES. It is unlikely that any single small molecule will ever do everything the proteins do (why are Epogen and Neupogen still billion dollar drugs?), but that may not matter. Ten or fifteen different drugs that cover the spectrum would be just as detrimental to the ENMD's future.